Transferring Tasks

Workzone offers a function to quickly and conveniently move tasks from one user's responsibility to another, which can be useful in balancing how much work one user has in comparison to another.

To change responsibility, visit the By responsible party report under the Workload section on the left side of the Reports area.

With the top Timescale dropdown set to Weekly or Daily, click on the hours for a specific responsibility party (under the respective date column):

Workzone will provide an overlay listing the different tasks (along with each task's project and workspace) and, on the right, a drop down to select a different responsible party and a Transfer button. Selecting a responsible party from the dropdown and clicking the Transfer button will remove the current responsible party (that was named in the original row on the main table of this report) and substitute in the selected responsible party for that specific task everywhere it's displayed in Workzone.

The Transfer All button will move all of the displayed tasks to the selected responsible party:

Workzone provides a visual confirmation of a successful "reassignment" of a task by removing it from the specific responsible party's list in the displayed frame..